Report Templates For Customers

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I searched quickbase documentation and cannot find how to or if this is possible. 

I have a client that sends quotes to customers. Is there a way to create a report that has basic text like "Dear x, here is the amount for your quote $dollar" where x is a customer name  based on a filter and $dollar is based on some orders record.

Also, is it possible to leave a field open for the report for memo text that won't be part of the original order?

For reports I only see tables, charts, etc...
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Alex Malishkin

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Posted 8 months ago

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Noah McBride

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I don't know if a report is what you're looking for.

You could certainly have this information displayed in an email, where you can reference fields like [Customer Name] and [Quote Amount] as variable text based on a condition.

You could as create a new field called [Display Text] which would simply be a Text - Formula field that would display something like "Dear" & [Customer Name] & "here is the amount for your quote" & [Quote Amount]. You could then have this field referenced in a Table report to show next to each record.

You could also create a page called "Customer Page" that asks that Customer for their name (or Customer Number) and then displays a filtered report of only their [Display Text] and [Quote].

Hope this helps!
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Matthew Neil

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Another option that people often use is to create a PDF report of that information, and possibly include more details/line items.

Pretty much all of the QSP partners have a tool to create said PDF.

There is also a native quickbase tool called exact forms, but it is pretty rough to set up, and you'd need a consultant to help with that either way.


Matthew Neil - Product Specialist
(Edited)